Objectif Long Terme
Ticker
FR0007059688.PA
ISIN
FR000705968
Price
EUR 59.23
Change Today
-0.01 / -0.017 %
Price 1 year ago
59.74 / -0.854 %
Morningstar
5
52 Week Low
58.82
52 Week High
60.78
200 Day Moving Average 59.74
59.74
50-day Moving Average
60.08
Price evolution
Yearly returns
Peers comparison
Risk factors
1 year
| Parameter | Value |
|---|
1 year
| Parameter | Value |
|---|
History
| Parameter | Value |
|---|---|
| Average Annual Return | -8.179% |
| Average Annual Volatility | 25.073% |
| Sharpe Ratio | -0.33 |
| Sortino Ratio | -0.39 |
| Maximum Drawdown | -49.0% |
| Maximum Drawdown Date | 2009-02-27 |
| Calmar Ratio | 0.20 |
Company information
Summary
L’objectif de gestion consiste à exploiter la diversité de toutes les classes d’actifs, sans référence à un indice et au travers d’une gestion flexible, sous contrainte de volatilité (volatilité annualisée prévisionnelle maximale de 18% sur 52 semaines glissantes), mesurée à chaque rebalancement du portefeuille.
Market
US
Category
Foreign Large Growth
Expense Ratio
1.92%
Fund family
-
Morningstar
5
Yield
-
Exchange
YHD
| Sector | Weight |
|---|---|
| Financial services | 17.86% |
| Consumer defensive | 12.67% |
| Healthcare | 12.28% |
| Energy | 11.34% |
| Technology | 10.21% |
| Consumer cyclical | 10.18% |
| Industrials | 8.90% |
| Basic materials | 5.54% |
| Communication services | 5.06% |
| Utilities | 3.75% |
| Realestate | 2.21% |
None
Holdings
Alternative funds
| Ticker | Name | Isin | Exchange | Expenses | Morningstar | Alpha | Beta |
|---|---|---|---|---|---|---|---|
| BCD | abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF | ISINUS00326 | PCX | 0.29% | 4 | +4.21 | |
| CLSE | Convergence Long/Short Equity ETF | US89834G760 | BTS | 1.56% | 4 | -2.81 | |
| FR0007059688.PA | Objectif Long Terme | FR000705968 | YHD | 1.92% | 5 | ||
| FTLS | First Trust Long/Short Equity ETF | US33739P103 | PCX | 1.36% | 4 | +3.61 | |
| LGOV | First Trust Long Duration Opportunities ETF | US33738D606 | PCX | 0.71% | 5 | -4.46 | -- |
| SCHQ | Schwab Long-Term U.S. Treasury ETF | US808524680 | PCX | 0.03% | 4 | -4.73 | -- |
| SPTL | SPDR Portfolio Long Term Treasury ETF | US78464A664 | PCX | 0.06% | 4 | -5.00 | |
| VGLT | Vanguard Long-Term Treasury Index Fund | US92206C847 | NGM | 0.04% | 4 | -4.81 |
Sustainability scores
Events
Indicators
Glossary
- Momentum
- A technical indicator that measures the rate of change in price movements over a specific period. It indicates the strength or weakness of a price trend.
Assessment: A positive momentum value generally indicates a good trend, while a negative value suggests a weak or downward trend.
- Inertia
- In trading, inertia refers to the tendency of prices to continue moving in their current direction. It suggests that an asset's price will likely maintain its current trend.
Assessment: A higher inertia value is generally considered good, as it indicates a strong and sustained price trend.
- Relative Strength Index (RSI)
- A momentum oscillator that measures the speed and change of price movements. It helps identify overbought or oversold conditions in an asset.
Assessment: An RSI value above 70 is typically considered overbought and may suggest a potential reversal or correction. Conversely, an RSI value below 30 is often considered oversold, indicating a possible upward price correction.
- Fibonacci's Weighted Moving Average
- A technical indicator that assigns different weights to recent data points, giving more significance to recent prices. It helps smooth out price fluctuations and identify trend reversals.
Assessment: The interpretation of the Fibonacci's Weighted Moving Average value depends on its comparison to other moving averages or trendlines. A value above 50 may indicate an uptrend, while a value below 50 may suggest a downtrend.
- Williams %R
- A momentum indicator that measures overbought or oversold conditions in an asset. It shows the relationship of the current closing price to the high-low range over a specified period.
Assessment: Williams %R values above -20 are typically considered overbought and may indicate a potential price reversal. Values below -80 are often viewed as oversold, suggesting a potential price bounce.
- Relative Volatility Index (RVI)
- A technical indicator that measures the volatility of a security by comparing the magnitude of recent price movements to the magnitude of average price changes. It helps identify periods of high or low volatility.
Assessment: A higher RVI value suggests higher volatility, which can provide trading opportunities but also carries increased risk.
- Commodity Channel Index (CCI)
- A versatile indicator that measures the current price level relative to an average price level over a given period. It helps identify overbought or oversold conditions and potential trend reversals.
Assessment: CCI values above 100 are often considered overbought, indicating a potential price correction or reversal. Values below -100 are typically viewed as oversold, suggesting a potential price rebound.